It’s that time of year when independent financial advisors, RIA leaders, and practice managers can shape the future of advisor technology. The annual T3 / Inside Information Advisor Technology Survey is now open for responses.

Each year, thousands of financial professionals share candid feedback on the wealthtech, financial planning, and practice management software powering their firms, and the results drive real changes across the industry.​

If you use portfolio reporting, direct indexing platforms, CRM, planning tools, AI, or cybersecurity solutions, your practical experience and ratings are essential.

Join your peers in sending a message to software creators and industry stakeholders about what’s working, what’s not, and what you’d like to see next. The survey covers dozens of tech categories and only takes about 10 minutes to complete.

With industry benchmarks and satisfaction scores making headlines every spring, your participation helps ensure the results truly reflect advisor reality.​

Don’t miss the chance to put your software opinions on the map! Help make the 2026 survey the most authoritative snapshot yet—take the survey today and encourage a colleague to do the same.

Also, please note that the survey producers, Bob Veres of Inside Information, and Joel Bruckenstein of T3, will be presenting their initial survey findings at the upcoming T3 Technology Conference for financial services professionals happening March 9-12, 2026 in New Orleans.

New this year at the T3 Conference:
AI University on day #1 – and much, much more!

Thank you for making your experience count in shaping the next chapter of advisor technology innovation!